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CBIZ
CBZ

Overview Fund Activity

279 hedge funds and large institutions have $3.74B invested in CBIZ in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 99 increasing their positions, 82 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
-4
Holders Change %
-1.41%
% of All Funds
3.72%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
41
Increased
99
Reduced
82
Closed
44
Calls
$802K
Puts
$41K
Net Calls
+$761K
Net Calls Change
+$48K

Top Buyers

1
Invesco
1
Invesco
Georgia
$62.9M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$32.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$80.1M
4
Capital World Investors
4
Capital World Investors
California
$92.8M
5
WPC
5
Waters Parkerson & Co
Louisiana
$23.4M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$10.7M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$289M
3
Mawer Investment Management
3
Mawer Investment Management
Alberta, Canada
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$8.89M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$53.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Asset Management
251
Mitsubishi UFJ Asset Management
Japan
$11.8K – – –
MCM
252
MAI Capital Management
Ohio
$10.1K +$10.1K +123 New
FFA
253
Farther Finance Advisors
California
$9.08K – – –
VCM
254
Versant Capital Management
Arizona
$9.08K +$4.91K +60 +118%
PPC
255
Park Place Capital
Alabama
$8.51K – – –
Canada Pension Plan Investment Board
256
Canada Pension Plan Investment Board
Ontario, Canada
$8.18K -$147K -1,800 -95%
JFGIW
257
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.04K -$88K -1,026 -93%
AWM
258
Avior Wealth Management
Nebraska
$6.22K -$327 -4 -5%
CIBC Private Wealth Group
259
CIBC Private Wealth Group
Georgia
$5.3K – – –
PA
260
Parallel Advisors
California
$4.99K -$1.23K -15 -20%
RIL
261
Rothschild Investment LLC
Illinois
$4.91K +$3.27K +40 +200%
SCM
262
Sterling Capital Management
North Carolina
$4.01K – – –
MCM
263
Manchester Capital Management
Vermont
$3.77K – – –
W
264
WealthCollab
Washington
$3.68K – – –
BA
265
Bellwether Advisors
Nebraska
$2.95K +$2.95K +36 New
MPWT
266
MassMutual Private Wealth & Trust
Connecticut
$2.13K – – –
IA
267
IFP Advisors
Florida
$1.8K -$50.3K -559 -97%
HCP
268
Hexagon Capital Partners
Arkansas
$1.15K – – –
JWA
269
JFS Wealth Advisors
Pennsylvania
$1.06K -$409 -5 -28%
CAL
270
Capital Advisors Ltd
Ohio
$1K – – –
HWM
271
Hemington Wealth Management
Virginia
$1K +$364 +8 +57%
NA
272
NewEdge Advisors
Louisiana
$982 – – –
BIA
273
Bell Investment Advisors
California
$901 – – –
AF
274
Allworth Financial
California
$764 -$2.72K -32 -78%
SIC
275
SJS Investment Consulting
Ohio
$737 +$82 +1 +13%
9 10
11
12 13